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Catchup Payments - How to Ensure All Overdue Payments and those that are 'Due Soon' Are Handled

Installments make it easy to allow your Travelers to pay over time. Catchup Payments make it easy for them to "Catch Up" when they have fallen behind.

PLANS: All

Whether you are using the CHECKOUT FLOW or REGISTER TO PAY, "CATCHUP" PAYMENTS automatically ensure your Travelers are paying any overdue payments in addition to any payments due soon.

 

✅ Includes Any Due Soon Payments

  • By default, the CATCHUP PAYMENTS will include any upcoming payment that is due within 7 days. This is because reminders for payments start being sent 7 days before the payment is due.

NOTE: Since reminders are sent 7 days before due, it's reasonable that your Traveler would expect to be able to pay the payment that is due soon along with any overdue payments.

 

1️⃣ Scenario 1: Yes Overdue, Yes Due Soon

If a traveler has overdue and due-soon installments:

  • They are required to pay all overdue installments first.

  • Additionally, they must pay all installments marked as "Due Soon" together in one catch-up payment, unless you've specifically excluded "Due Soon" installments from catch-up payments (see below).

  • In the example below there are 3 overdue payments and one that is due soon.
  • The date when the INVOICE was viewed was October 8th, so the payment due on October 10 is due within 7 days and is therefore included in the AMOUNT TO BE PAID.

catchup payments - including due soon - annotated

 

2️⃣ Scenario 2: No Overdue, Only Due Soon

If a traveler does not have any overdue installments but has installments marked as "Due Soon":

  • Single Due-Soon installment: The traveler can pay just that single due-soon installment.

  • Multiple Due-Soon installments: By default, the traveler will be prompted to pay all due-soon installments at once as a catch-up payment.

    • Note: You can configure YouLi to exclude "Due Soon" installments from catch-up payments, allowing travelers to pay each installment individually as they become due. See below.

 

3️⃣ Scenario 3: No Overdue, No Due Soon

If a traveler has no overdue or due-soon installments:

  • They will simply be able to pay the next scheduled installment when it becomes due.

 

❎ Exclude Due Soon Payments

If you have a situation where Travelers typically do not want to pay 7 days early, perhaps if they are budget -conscious, then you can disable that feature and instead choose to "Exclude Due Soon payments in Catchup payments."

 

Example of Excluding Catchup Payments

When this option is selected (see below for how to set it up), the same example from above will look like this. Note that the AMOUNT TO BE PAID is $400 instead of $550 since it does not include the "Due Soon" INSTALLMENT of $150.

catchup payments - excluding due soon

 

How to exclude Due Soon from Catchup Payments from your Account

  1. As a Team Owner or Team Admin: Go to ACCOUNT
  2. Click the PAYMENTS tab
  3. Scroll down to the Catchup Payments option and check the option to "Exclude Due Soon"

 

❓ Troubleshooting

If "Due Soon" payments are excluded - can a Traveler still pay a "Due Soon" Installment if they want to?

Yes! If they have any overdue payments, they will have to make a payment to complete those and then they can pay any "Due Soon" payments as a second step.

 

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